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Berkshire Hathaway Class A
BRK.A

1,068 hedge funds and large institutions have $54.4B invested in Berkshire Hathaway Class A in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 70 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $48.9B → $54.4B (+$5.5B)

8% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 50

0% less funds holding

Funds holding: 1,072 → 1,068 (-4)

0.91% less ownership

Funds ownership: 22.72% → 21.81% (-0.91%)

2% less funds holding in top 10

Funds holding in top 10: 124 → 122 (-2)

44% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 126

Holders
1,068
Holders Change
-4
Holders Change %
-0.37%
% of All Funds
16.77%
Holding in Top 10
122
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.61%
% of All Funds
1.92%
New
54
Increased
70
Reduced
126
Closed
50
Calls
$15.3M
Puts
–
Net Calls
+$15.3M
Net Calls Change
+$15.3M

Top Buyers

Rank Fund Capital Flow
1
AWM
Activest Wealth Management
Florida
+$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$747M
3
Renaissance Technologies
Renaissance Technologies
New York
+$304M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$65.2M
5
CHP
Cable Hill Partners
Oregon
+$63.7M

Top Sellers

Rank Fund Capital Flow
1
PAI
Pittenger & Anderson Inc
Nebraska
-$1.58B
2
First Manhattan
First Manhattan
New York
-$760M
3
EWA
EP Wealth Advisors
California
-$753M
4
Norges Bank
Norges Bank
Norway
-$229M
5
TIA
Traphagen Investment Advisors
New Jersey
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
LL
951
LWMG LLC
Minnesota
$518K – – –
MFS
952
Madrona Financial Services
Washington
$518K – – –
MPWT
953
MassMutual Private Wealth & Trust
Connecticut
$518K – – –
MPCG
954
Matrix Private Capital Group
New York
$518K – – –
MFA
955
Mayflower Financial Advisors
Massachusetts
$518K – – –
ME
956
McIlrath & Eck
Washington
$518K – – –
MAM
957
McLean Asset Management
Virginia
$518K – – –
MIC
958
Means Investment Company
Maine
$518K – – –
MWPCG
959
Measured Wealth Private Client Group
New Hampshire
$518K – – –
MAS
960
Meeder Advisory Services
Ohio
$518K – – –
MWM
961
Meritas Wealth Management
California
$518K – – –
MOS
962
MGO One Seven
Ohio
$518K – – –
MHB
963
Midwest Heritage Bank
Iowa
$518K – – –
MAM
964
Milestone Asset Management
Pennsylvania
$518K – – –
MMA
965
Miracle Mile Advisors
California
$518K – – –
MCM
966
Monarch Capital Management
Indiana
$518K – – –
MC
967
Moors & Cabot
Massachusetts
$518K – – –
MFWP
968
Mosaic Family Wealth Partners
Missouri
$518K – – –
M
969
MOTCO
Texas
$518K – – –
MPAM
970
Murphy Pohlad Asset Management
Minnesota
$518K – – –
NOCM
971
Night Owl Capital Management
Connecticut
$518K – – –
NFW
972
Noble Family Wealth
Florida
$518K – – –
NPF
973
Norris Perne & French
Michigan
$518K – – –
NP
974
NorthRock Partners
Minnesota
$518K – – –
NAG
975
Northstar Advisory Group
New Jersey
$518K – – –
37 38
39
40 41

BRK.A Hedge Fund Activity: Q2 2023 in Review

1,068 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2023, worth a combined $54.4B — up 11% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BRK.A positions and 50 closed out — a net gain of 4 holders — while 70 added to existing stakes and 126 trimmed.

The largest buyer was Activest Wealth Management, opening a new position worth an estimated $1.02B. The largest seller was Pittenger & Anderson Inc, cutting an estimated $1.58B.

  • 1,068 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2023, down from 1,072 in Q1 2023.
  • Funds reported $54.4B of Berkshire Hathaway Class A stock for Q2 2023, up 11% quarter-over-quarter.
  • 54 funds opened new Berkshire Hathaway Class A positions in Q2 2023 and 50 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2023 was Activest Wealth Management, an estimated $1.02B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2023 was Pittenger & Anderson Inc, an estimated $1.58B sold.

Based on aggregated 13F filings for Q2 2023.